Axis Conservative Hybrid Fund - Regular Plan - Growth Option
(Erstwhile Axis Income Saver -Growth Option)
Fund House: Axis Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 16-07-2010 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| TER: 2.19% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 282.35 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015 |
30.1256
0.02 (0.0803%)
7.65%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 4.13 |
| Sharpe Ratio | 0.5 |
| Alpha | -1.34 |
| Beta | 0.53 |
| Yield to Maturity | 7.67 |
| Average Maturity | 11.61 |
PEER COMPARISON
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.09%
Others
77.97%
Large Cap
20.13%
Mid Cap
0.88%
